The Weekender
Aviate - at Seeking Alpha - Sun May 17, 7:39AM CDT
Rising rates, banks, beta and the pain trade We note a strategy piece by a well-respected strategist this week (JPMorgan) used the word ' reflation ' - one all but removed from investment parlance - with respect to the bond market's rather vicious...
WMT: 79.92 (+0.68), RBS: 11.05 (-0.08), SPY: 213.10 (+0.66), LYG: 5.53 (-0.10), AV: 16.76 (-0.34), MR: 27.37 (-0.19), PSO: 20.90 (+0.06), LBTYK: 49.67 (+0.24), TI: 12.31 (-0.22), LBTYA: 51.94 (+0.34), BHP: 48.37 (-3.18), TEF: 14.72 (-0.16), DIA: 182.68 (+0.20), ING: 16.37 (-0.22), RIO: 45.64 (-0.49), PHG: 27.91 (-0.42), VOD: 36.51 (-0.53), QQQ: 110.06 (+0.48)
This Top-Notch Watchmaker Will Continue To Make Money For Shareholders In The Long Run
Rami Alsamaraee - at Seeking Alpha - Fri May 01, 2:33AM CDT
Watch Out For Swatch: At Least 15% Upside.
Pretium Research - at Seeking Alpha - Wed Apr 29, 9:31AM CDT
Will the Apple Watch Put a Crimp in the Wearables Market?
at The Street - Thu Apr 16, 10:52AM CDT
How the broader wearables market will be affected by Apple's newest foray remains to be seen.
FOSL: 77.85 (+0.41), INTC: 33.41 (+0.42), GOOG: 532.30 (-1.55), AAPL: 130.19 (+1.42)
Weak euro puts luxury brands in a China predicament
Seeking Alpha - at Seeking Alpha - Thu Mar 19, 7:01AM CDT
COH: 37.61 (+0.15), TIF: 86.64 (+0.12), KORS: 61.16 (+0.14), RL: 132.53 (-0.58)
Watch Companies To Fold Or New Boom?
J. M. Manness - at Seeking Alpha - Tue Mar 17, 9:57AM CDT
FOSL: 77.85 (+0.41), MOV: 28.05 (+0.11), AAPL: 130.19 (+1.42)
'Apple Made' a threat to 'Swiss Made' says Swatch co-founder
Seeking Alpha - at Seeking Alpha - Tue Mar 10, 2:47PM CDT
FOSL: 77.85 (+0.41), KORS: 61.16 (+0.14), TIF: 86.64 (+0.12), MOV: 28.05 (+0.11)
An unhappy Chinese New Year for luxury sellers
Seeking Alpha - at Seeking Alpha - Wed Mar 04, 6:31AM CST
COH: 37.61 (+0.15), TIF: 86.64 (+0.12), KORS: 61.16 (+0.14), RL: 132.53 (-0.58)
Apple Watch to impact certain segments of watch industry
Seeking Alpha - at Seeking Alpha - Tue Feb 24, 12:08PM CST
FOSL: 77.85 (+0.41), KORS: 61.16 (+0.14), TIF: 86.64 (+0.12), MOV: 28.05 (+0.11)
The Scariest Thing About the Swiss Currency Decision
Bill Barker, The Motley Fool - Motley Fool - Fri Feb 20, 9:45AM CST
I was recently reading an article online titled "122 Things Everyone Should Know About Investing" by Motley Fool contributor Morgan Housel (Google it -- you'll enjoy what you learn), and while over 100 of these things that everyone should know are...
Tracking David Winters' Wintergreen Advisers Portfolio - Q4 2014 Update
John Vincent - at Seeking Alpha - Mon Feb 16, 12:25AM CST
RAI: 76.36 (-1.19), KO: 41.32 (-0.20), NSC: 97.97 (+0.41), UFS: 45.43 (+0.55), LO: 71.83 (-0.33), CNQ: 31.34 (-0.25), MO: 51.95 (-0.87), GOOG: 532.30 (-1.55), FUL: 42.38 (+0.29), CTO: 55.68 (+0.16), BEN: 52.10 (+0.31), UNP: 103.95 (+0.12), MA: 93.08 (-0.14)
Looking For A Chinese Hard Landing? It Will Show Up In Luxury Goods Stocks First
Charles Lewis Sizemore, CFA - Seeking Alpha - Thu Feb 05, 7:15AM CST
The boom in luxury goods over the past decade is a China story. Emerging market buyers—and especially wealthy Chinese buyers—have been the driving force behind the boom in everything from high-end handbags to fine wine. Let’s take...
Swatch looks to survive SNB and Apple challenges
Seeking Alpha - at Seeking Alpha - Thu Feb 05, 6:46AM CST
Investors Flock To Swiss Assets
Markit - Seeking Alpha - Thu Jan 22, 5:39AM CST
Last week's surprise currency move to unpeg the Swiss franc from the euro has prompted both domestic and foreign investors to target Swiss assets. As Russia discovered last year, currency pegs are hard to enforce. In the second week of January, the...
FXF: 105.09 (-1.20), FSZ: 43.01 (-0.40), EWL: 35.79 (-0.13)
The Swatch Group Faces Many Challenges Going Forward
Joseph Harry - at Seeking Alpha - Wed Jan 21, 2:04PM CST
Brave faces at the Geneva Watch Show
Seeking Alpha - at Seeking Alpha - Wed Jan 21, 12:45PM CST
FOSL: 77.85 (+0.41), TIF: 86.64 (+0.12), MOV: 28.05 (+0.11)
Gevena Watch Show set to start amid upheaval
Seeking Alpha - at Seeking Alpha - Fri Jan 16, 12:55PM CST
FOSL: 77.85 (+0.41), TIF: 86.64 (+0.12), MOV: 28.05 (+0.11)
Swatch boss: "Tsunami" just hit Swiss exporters
Seeking Alpha - at Seeking Alpha - Thu Jan 15, 7:40AM CST
CS: 26.21 (-0.55), NVS: 104.06 (+0.31)